DFW Business Owners: Let's Talk Strategy
About this Event
DFW Business Owners: Strategies for Predictability & Growth
One month, business is good. Customers are coming in, sales are happening, and you're feeling confident about what you're building.
The next month? Things slow down.
Now you're wondering where your next customer is coming from, how much money your business will bring in, and how you're going to cover expenses while still finding ways to grow.
And when an opportunity comes along to expand your business, you might need funding. But what happens when the bank says no?
What if there are financial strategies available to business owners that you've never been introduced to?
Now, let me tell you something about Walt Disney.
Before Disneyland became one of the most recognized attractions in the world, Walt Disney faced the challenge of financing his vision.
In 1954, Walt Disney and his wife secured a $60,000 loan using his cash value policy as collateral. That financing was one part of what helped bring Disneyland to life.
Yes, his cash value policy.
And in 2025, Disneyland Park in California welcomed an estimated 17.4 million visits.
Now, here's where the conversation gets interesting.
Walt Disney isn't the only example of life insurance being used as a financial tool.
For decades, American businesses have used corporate-owned life insurance as part of their financial strategies.
And we're not just talking about small businesses.
Think about companies like:
- Panera Bread: 2,246 cafés
- Outback Steakhouse: 659 restaurants
- Nike: 287 Nike-branded stores
- Starbucks: Approximately 16,737 stores
- Avon: 343 listed locations
- CVS: Approximately 9,000 retail locations
- Office Depot: 773 stores
- UnitedHealthcare: 93 listed locations
- Verizon Wireless: 6,434 stores
- AT&T: 5,191 stores
These are recognizable businesses operating across the country. Businesses you shop with, purchase products from, or use for services. Their size raises an important question: What financial strategies are established companies using that smaller business owners may not even know exist?
Businesses have used cash-value policies as one of several financial tools. So why not have a conversation about how these strategies work and whether they could benefit your business, too?
That's exactly why I'm bringing local business owners throughout the Dallas–Fort Worth metroplex together.
This is an opportunity to get in a room with like-minded entrepreneurs who bring experience from different industries.
You'll connect with entrepreneurs who, before entering the financial services industry, had professional backgrounds in hairstyling, music, IT, law enforcement, ministry, hospitality, restaurants, mental health, accounting, steel mills, and criminal justice.
These are people who understand what it's like to work in traditional careers, transition into entrepreneurship, and navigate all seasons of building and running a business.
This isn't just about learning a financial strategy. It's about connecting with people who understand the journey of entrepreneurship, exchanging ideas, and having conversations that could change how you approach your business.
Whether you're just getting started or you've been in business for years, there's value in being in a room with people who are building, learning, and growing.
You don't have to be in the financial services industry to join us. You just have to be a local business owner who's serious about what you're building.
Interested in joining us? Let's connect!
Important Disclosure
This gathering includes meaningful conversations with local business owners, financial education, and an introduction to business opportunities within the financial services industry, including the opportunity to become a licensed insurance professional.
The company examples are drawn from published financial education material, and their U.S. location counts are approximate; individual companies' current use of cash-value policies has not been independently verified.
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